People
One record for every person.
Households, first visits, calls, groups and serving all live on one record, so the people caring for someone see the whole story their role allows.
Households
Families stay together.
Parents and children share one household, and each has a record of their own. When Mateo is checked in on Sunday, the allergy his parents keep up to date is right there on the roster.
- See adults and children together in one household
- Children keep their grade and allergies on their own record
- Parents update their children’s details in the church app
- Kids check-in shows each child’s allergies from their record
Stages and timeline
From first visit to member, it’s all on one record.
Each person moves from Visitor to Regular attender to Member. Visits, calls, notes, serving and event sign-ups collect on one timeline beside their groups and household, so whoever reaches out next knows what was said last.
- Log a call, text, email, visit or note in a few clicks
- Event registrations and check-ins appear on their own
- Views for Visitors, Members and anyone not seen in 30 days
- Gifts appear only for roles that include giving
Follow-ups
Every guest gets a next step, and a name beside it.
Assign a follow-up to someone on your team with a due date. Guests move from New to Contacted to Connected, and no one wonders who was supposed to call.
- Assign a follow-up to one person or a whole list at once
- Give each person an owner on your staff
- Check off open follow-ups right from their record
Import and duplicates
Bring your list. Leave the duplicates behind.
Import a spreadsheet and nothing is saved until you say so. Joined flags records that share a phone, an email, or a name and city, and you decide what to keep.
- Map your spreadsheet’s columns and review each row first
- Undo an import from its history if something looks wrong
- Mark two records as different people and they stay apart
Yes. Export a spreadsheet from the system you use now and import it into People. You match its columns, review every row, and choose whether a row that matches someone is skipped or fills in their record. If something looks wrong afterwards, undo the import. How switching works
Only people whose role includes giving. Everyone else sees the same record with no giving on it at all, not even a total. How access works
Yes. Each child has a record in their family’s household, with their grade and any allergies. Kids check-in reads that record, so there’s one place to keep it right.
You choose the record to keep and, for each detail that differs, which value wins. Tags, activity, giving, serving hours, groups and event history all come together on the record you keep. A merge can’t be undone, so Joined asks before it happens.
Not yet. Joined is in early access, and churches are invited to use the connected application. Join the list and we’ll reach out when your church is invited in.
Know every family by name.
Joined is opening to churches in small groups. Join early access and we’ll reach out when it’s your turn.